Civic Intelligence

Heartland Elementary PTO Inc.

990EZ • Fiscal year 2014 • EIN 45-3596855

Jan 01, 2014 to Dec 31, 2014 • Filed on May 12, 2015

843 Hayden School RoadElizabethtown, KY 42701

(270) 317-3283

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

40th percentile

-0.3%

Higher net margin than 40% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

46th percentile

0.0%

Faster asset growth than 46% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

13th percentile

-38%

Faster revenue growth than 13% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Flat

$30,109

Flat from 2013

Net Assets

Flat

$30,109

Flat from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$40,764

Down $24,514 (-38%) from 2013

Expenses

Down

$40,900

Down $34,398 (-46%) from 2013

Net Income

Up

-$136

Up $9,884 (+99%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2012: $40,129Net Assets 2012: $40,1292012Assets 2013: $30,109Net Assets 2013: $30,1092013Assets 2014: $30,109Net Assets 2014: $30,1092014Assets 2015: $28,629Net Assets 2015: $28,6292015Assets 2016: $25,673Net Assets 2016: $25,6732016Assets 2017: $19,423Net Assets 2017: $19,4232017Assets 2018: $22,193Liabilities 2018: $2,117Net Assets 2018: $20,0762018Assets 2019: $30,170Liabilities 2019: $693Net Assets 2019: $29,4772019Assets 2020: $19,871Liabilities 2020: $217Net Assets 2020: $19,6542020Assets 2021: $33,300Liabilities 2021: $216Net Assets 2021: $33,0842021Assets 2022: $36,229Liabilities 2022: $111Net Assets 2022: $36,1182022Assets 2023: $26,363Net Assets 2023: $26,3632023Assets 2024: $30,345Net Assets 2024: $30,3452024

Highlighted filing

2014

Assets$30,109
Liabilities-
Net Assets$30,109

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2012: $63,042Expenses 2012: $42,008Net Income 2012: $21,0342012Revenue 2013: $65,278Expenses 2013: $75,298Net Income 2013: -$10,0202013Revenue 2014: $40,764Expenses 2014: $40,900Net Income 2014: -$1362014Revenue 2015: $35,745Expenses 2015: $37,225Net Income 2015: -$1,4802015Revenue 2016: $28,244Expenses 2016: $31,200Net Income 2016: -$2,9562016Revenue 2017: $39,221Expenses 2017: $45,471Net Income 2017: -$6,2502017Revenue 2018: $30,910Expenses 2018: $30,257Net Income 2018: $6532018Revenue 2019: $49,986Expenses 2019: $40,585Net Income 2019: $9,4012019Revenue 2020: $5,066Expenses 2020: $14,889Net Income 2020: -$9,8232020Revenue 2021: $30,639Expenses 2021: $17,209Net Income 2021: $13,4302021Revenue 2022: $32,687Expenses 2022: $29,653Net Income 2022: $3,0342022Revenue 2023: $47,294Expenses 2023: $57,050Net Income 2023: -$9,7562023Revenue 2024: $47,223Expenses 2024: $43,241Net Income 2024: $3,9822024

Highlighted filing

2014

Revenue$40,764
Expenses$40,900
Net Income-$136
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 12, 2015
Return Version
2014v5.0
Gross Receipts
$40,764
Mission and Program Overview

Mission

The parent teacher organization at heartland elementary school in elizabethtown, ky is a not for profit organization whose role is to work together at realizing and meeting the goals of the school.

Program Services

DescriptionGrantsExpenses
THE PARENT TEACHER ORGANIZATION AT HEARTLAND ELEMENTARY SCHOOL IN ELIZABETHTOWN, KY IS A NOT FOR PROFIT ORGANIZATION WHOSE ROLE IS TO WORK TOGETHER AT REALIZING AND MEETING THE GOALS OF THE SCHOOL.-$37,622
THE PARENT TEACHER ORGANIZATION AT HEARTLAND ELEMENTARY SCHOOL IN ELIZABETHTOWN, KY IS A NOT FOR PROFIT ORGANIZATION WHOSE ROLE IS TO WORK TOGETHER AT REALIZING AND MEETING THE GOALS OF THE SCHOOL.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PRISCILLA ROBERTSPresident-$0--
MARCO SCARBOROUGHVice-Preside-$0--
LORA BOLINGSecretary-$0--
DENNIE DOWELLTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Heartland Elementary Pto Inc
EIN
45-3596855
Address
843 HAYDEN SCHOOL ROAD, ELIZABETHTOWN, KY 42701

Signing Officer

Name
Dennie Dowell
Title
Treasurer
Signed
2015-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Jones & Hurley Cpas Pllc
Address
312 NORTH MULBERRY, ELIZABETHTOWN, KY 42701-2752
Preparer
Joe Hurley CPA
Phone
2707370858
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses heartland elementary 8,607 cookie dough 12,347 teacher appreciation 636 t-shirt/spirit wear 3,790 field trip 3,787 coke cola 6,016 awards 2,439 fundraising 3,183 returned check 95 total 40,900

Form 990-ez, Part III

The parent teacher organization at heartland elementary school in elizabethtown, ky is a not for profit organization whose role is to work together at realizing and meeting the goals of the school.

Form 990-ez, Part III, Line 31

The parent teacher organization at heartland elementary school in elizabethtown, ky is a not for profit organization whose role is to work together at realizing and meeting the goals of the school.

Raw XML Appendix122 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0DENNIE DOWELL
IRS990EZ/BooksInCareOfDetail/PhoneNum02703173283
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0843 HAYDEN SCHOOL ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELIZABETHTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd042701
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030245
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030109
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt040764
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-136
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GrossReceiptsAmt040764
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030245
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt040900
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PARENT TEACHER ORGANIZATION AT HEARTLAND ELEMENTARY SCHOOL IN ELIZABETHTOWN, KY IS A NOT FOR PROFIT ORGANIZATION WHOSE ROLE IS TO WORK TOGETHER AT REALIZING AND MEETING THE GOALS OF THE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PARENT TEACHER ORGANIZATION AT HEARTLAND ELEMENTARY SCHOOL IN ELIZABETHTOWN, KY IS A NOT FOR PROFIT ORGANIZATION WHOSE ROLE IS TO WORK TOGETHER AT REALIZING AND MEETING THE GOALS OF THE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE PARENT TEACHER ORGANIZATION AT HEARTLAND ELEMENTARY SCHOOL IN ELIZABETHTOWN, KY IS A NOT FOR PROFIT ORGANIZATION WHOSE ROLE IS TO WORK TOGETHER AT REALIZING AND MEETING THE GOALS OF THE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037622
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040900
IRS990EZ/TotalProgramServiceExpensesAmt037622
IRS990EZ/TotalRevenueAmt040764
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt040764
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt065278
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt063042
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0169084
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0169084
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040764
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt065278
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt063042
IRS990ScheduleA/Total509Grp/TotalAmt0169084
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt040764
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt065278
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt063042
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0169084
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES HEARTLAND ELEMENTARY 8,607 COOKIE DOUGH 12,347 TEACHER APPRECIATION 636 T-SHIRT/SPIRIT WEAR 3,790 FIELD TRIP 3,787 COKE COLA 6,016 AWARDS 2,439 FUNDRAISING 3,183 RETURNED CHECK 95 TOTAL 40,900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PARENT TEACHER ORGANIZATION AT HEARTLAND ELEMENTARY SCHOOL IN ELIZABETHTOWN, KY IS A NOT FOR PROFIT ORGANIZATION WHOSE ROLE IS TO WORK TOGETHER AT REALIZING AND MEETING THE GOALS OF THE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PARENT TEACHER ORGANIZATION AT HEARTLAND ELEMENTARY SCHOOL IN ELIZABETHTOWN, KY IS A NOT FOR PROFIT ORGANIZATION WHOSE ROLE IS TO WORK TOGETHER AT REALIZING AND MEETING THE GOALS OF THE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-04-25 22:37:26Z
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ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0453596855
ReturnHeader/Filer/USAddress/AddressLine1Txt0843 HAYDEN SCHOOL ROAD
ReturnHeader/Filer/USAddress/CityNm0ELIZABETHTOWN
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELIZABETHTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0427012752
ReturnHeader/PreparerPersonGrp/PhoneNum02707370858
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOE HURLEY CPA
ReturnHeader/ReturnTs02015-05-15T08:58:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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Filings